Report filter question: Identifying a specific person

Shannon Heizenrader

Hello,

I am wanting to create individual reports for people on a project who are not Smartsheet savvy and don't need to be. Using the screen shot below, this is what I am wanting to do.

From one project sheet, I have selected 9 columns for this report.

I want RM to be able to see his report that shows his tasks that are red, yellow, or green. (I included the % complete column as it ties to a formula that automatically determines the task health color. This also has black for completed and blue for future start.)

I am not creating a dashboard with this as I want RM to be able to change end dates and % complete direct from the report.

When I say ok on the filter option, I am getting a blank screen.

What am I missing?

Thanks,

Shannon

James Keuning

If you start to take this apart, do all of the individual pieces of the filter work?

Can you build it up one piece at a time and figure out when it stops working?

Andrée Starå

Hi @Shannon Heizenrader

I hope you're well and safe!

To add to James's excellent advice/answer.

I'd recommend using the Current User option so RM only would see their assigned tasks.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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